PlanningCSV
Weekly Work Planner
A five-day planning sheet for choosing a weekly outcome, protecting focus blocks, and ending each day with a clear reset.
DayTop FocusSecondary TasksMeetings
Free templates
Practical sheets you can open, edit, and use today.
Each template is intentionally lightweight. Use the CSV download in Google Sheets, Excel, Numbers, or any spreadsheet tool that imports comma-separated files.
MeetingsCSV
Meeting Notes Tracker
Capture decisions and follow-up items in one place so recurring meetings stop becoming repeating conversations.
MeetingDateOwnerDecision
ProjectsCSV
Project Timeline
A lightweight phase tracker that keeps ownership, dates, deliverables, and launch status visible without a heavy project tool.
PhaseOwnerStart DateEnd Date
TasksCSV
Task Tracker
A practical list for tracking owners, priority, due dates, and next steps when a shared task board would be too much.
TaskOwnerPriorityDue Date
Client WorkCSV
Client Onboarding Checklist
A simple checklist for moving a new client from welcome email to kickoff without missing access, context, or expectations.
StepOwnerRequiredStatus
ContentCSV
Content Calendar
Plan topics, owners, draft dates, and publishing status across a basic editorial pipeline.
Publish DateChannelTopicOwner
Remote WorkCSV
Remote Team Check-In
A calm weekly check-in sheet for surfacing focus, blockers, help needed, and next conversation dates.
Team MemberThis Week's FocusBlockersHelp Needed
OperationsCSV
Invoice Tracker
A neutral operations tracker for invoice status, due dates, and notes. It is designed for organization, not accounting advice.
ClientInvoice NumberSent DateDue Date
PlanningCSV
Priority Matrix
Sort work by impact and effort so the team can choose the next action without reopening every old debate.
TaskImpactEffortQuadrant
RoutinesCSV
Work Routine Tracker
Track recurring work habits such as planning, inbox review, documentation, and daily shutdown without turning the habit into a project.
RoutineMondayTuesdayWednesday
Template download FAQ
What should I do before using this template with a team?
Duplicate the file, rename the working copy, add owners, and check that the editable columns match your actual workflow.
Can I add formulas or automations?
Yes, but add them after the manual workflow is clear. Simple templates are easier to audit, explain, and repair.
Why are these templates intentionally simple?
Most small teams need a shared record first. Extra dashboards and formulas can be added later when the process has proven useful.